Jason Schmitt (CFP®, CPWA®)

Jason Schmitt focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

Wealth Management, Socially Responsible Investing, Investment Management, Financial Planning

Additional Information

As Co-Founder and Head of Jacobson & Schmitt Advisors, I lead a team of propose-driven advisors who strive to create the most successful outcomes possible for clients, our communities, and the environment by helping investors envision and achieve a mission for their money.

Our team of genuine, truly caring professionals is dedicated to helping individuals and families optimize their wealth and invest their money in a way that will enhance their lives. We achieve this through a highly personalized and in-depth discovery process, objective and research-based advice, and socially responsible investment strategies all combined to create your “Money Mission Plan.”

NAPFA Start Date

July 18, 2017


This Office

8333 Greenway Blvd Ste 330 Middleton, WI 53562 Phone: (608) 662-7500